#4

Critical Things to check before

Investing in

ELSS

Understand your profile

Risk Profile
Check your Risk Attitude and Risk Capacity
Know what is your objective in terms of
Growth?

Investment Objective

Conservative

Protect investment from loss

Moderate

Capital growth along with capital appreciation

Moderately aggressive

Capital growth with calculated risk

Aggressive

High risk for super natural returns

Calculate your Goals

Steps to calculate amount

Step 1-List down all the financial goals of life with expected dates
Step 2-Put the amount of money required to meet those goals.
Step 3-Defining how much money should one invest today to achieve those goals.

Check Right Portfolio , as per your Risk profile

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Select the fund

Select ELSS fund with :

Low Expense Ratio: It is percentage of basic overall business expenses of mutual fund.
Scheme with high expense ratio will eat into your returns
Consistent Historical Performance: Historical performance aids in anticipating the future
performance of the fund and hence is looked in during the selection process.

Decent Size of Mutual Fund Corpus: One way to judge a mutual fund is to know its corpus
and compared with the competition
.

Tax on Profits

LONG TERM CAPITAL GAIN TAX

Individual/HUF

NRI

Equity Mutual Funds (Listed)(All Units

Held for more than 12 months)

Nil

Nil

Equity Mutual funds (unlisted, exit by

way of redemption of units)(All Units
Held for more than 12 months)

Nil

Nil

SHORT TERM CAPITAL GAIN TAX

Equity Mutual funds(All Units Held for
less than 12 months)

15% + 12% surcharge + 3% cess =

17.3040%

15% + 12% surcharge+ 3% cess =

17.3040%

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Advisory Fees Rs. 365 Per Annum

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Regular Review and Rebalancing
Unlimited Long Term Investment Advise
Tax efficient portfolio design
No Minimum investment
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(Optional)

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@Rs. 1 per day

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What You get@ Rs 1

Wealth Creation
Advice

Monthly Savings
Advice

Tax Saving
Investments

In case you want to invest

Lump Sum

In case you want to invest On

Monthly basis

In case you want to Make Tax

Saving Investments

Portfolio Restructuring
Advice

Goal Planning

Online
Transaction

If you want to Restructure

your portfolio

In case you want to Plan your

Financial Goals

In case you want to Buy and

Sell any product

Right Process
1

Right Portfolio

Buy/ Sell

Regular
Monitoring

Risk Profiling

Financial Goals

Knowing-

Knowing-

Risk Capacity- How much

Risk you can afford to take

All Financial Goals of the life

Investment Products right

as per risk profile

With least Brokerage &

Commission

Of Portfolio and Markets

The
Inflation
adjusted
amount required to meet
them

Portfolio
efficient

With Nil hidden costs

Rebalance Investments
when required

Risk Attitude- How much

Risk you want to take

which

is

tax

Know Best 5 shares

for your Risk
Profile

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